Generalist · New York, NY
Neuberger Berman Group
Q1 2023 · compared with Q4 2022
Filed as Neuberger Berman Group LLC
- Software
- $11.1B
- Weight of 13F
- 10.3%
- Names
- 114
- Net bought
- −$171M
Filed 12 May 2023 · SEC filing.
1,771 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026141 names · $9.4M in calls, not in the total$10.3B−$420M
- Q1 2026136 names$9.9B−$679M
- Q4 2025137 names$13.5B+$376M
- Q3 2025132 names$16.2B+$333M
- Q2 2025131 names$16.0B+$68.1M
- Q1 2025127 names$13.2B−$134M
- Q4 2024121 names · $2.2M in calls, not in the total$14.8B+$41.1M
- Q3 2024118 names$14.4B+$184M
- Q2 2024122 names · $201K in calls, not in the total$14.1B−$233M
- Q1 2024114 names$14.0B−$401M
- Q4 2023116 names$13.4B−$1.3B
- Q3 2023114 names$12.6B+$725M
- Q2 2023113 names$12.5B−$287M
- Q1 2023114 names$11.1B−$171M
- Q4 2022111 names$9.7B+$66.9M
- Q3 2022111 names$9.5B+$525M
- Q2 2022111 names$9.6B+$1.2B
- Q1 2022112 names$11.3B−$1.7B
- Q4 2021110 names · $643K in calls, not in the total$14.3B+$1.1B
- Q3 2021111 names$12.5B+$51.9M
- Q2 2021110 names · $550K in calls, not in the total$12.0B+$557M
- Q1 2021104 names$10.7B+$537M
- Q4 202093 names · $2.2M in calls, not in the total$10.3B+$374M
- Q3 202085 names$8.9B−$10.4M
- Q2 202078 names$8.4B−$74.6M
- Q1 202072 names$6.3B−$79.8M
- Q4 201972 names$7.1B+$66.1M
- Q3 201965 names$6.5B+$129M
- Q2 201971 names$6.4B+$164M
- Q1 201967 names$5.7B+$31.6M
- Q4 201864 names$4.6B+$187M
- Q3 201859 names$5.3B−$182M
- Q2 201863 names$4.9B−$135M
- Q1 201858 names$4.7B−$388M
- Q4 201755 names$4.9B−$37.0M
- Q3 201750 names$4.6B−$29.8M
- Q2 201746 names$4.5B+$56.8M
- Q1 201742 names$4.2B−$92.7M
- Q4 201644 names$4.0B−$137M
- Q3 201644 names$4.1B−$219M
- Q2 201643 names$4.1B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT11,700,026 shares · 30.5% of their software · price +$567M$3.4B−$52.7M
- OracleORCL6,993,888 shares · 5.9% of their software · price +$78.2M$647MFlat
- ServiceNowNOW914,366 shares · 3.8% of their software · price +$69.9M$416MFlat
- VeriskVRSK2,137,277 shares · 3.7% of their software · price +$33.0M$410M+$16.9M
- Manhattan AssociatesMANH2,450,533 shares · 3.4% of their software · price +$82.0M$379M−$44.4M
- IntuitINTU845,557 shares · 3.4% of their software · price +$47.9M$377M+$13.1M
- SalesforceCRM1,857,270 shares · 3.3% of their software · price +$125M$370M+$51.6M
- Fair IsaacFICO474,904 shares · 3.0% of their software · price +$49.4M$334M−$28.1M
- SPS CommerceSPSC2,005,923 shares · 2.8% of their software · price +$47.9M$306MFlat
- AdobeADBE790,003 shares · 2.8% of their software · price +$38.6M$304M+$6.9M
- Fiserv, Inc.FISV2,536,551 shares · 2.6% of their software · price +$30.3M$287M+$7.2M
- QualysQLYS2,012,455 shares · 2.4% of their software · price +$35.8M$262M−$3.9M
- WorkdayWDAY1,251,708 shares · 2.3% of their software · price +$49.1M$254M+$120M
- Palo Alto NetworksPANW1,189,139 shares · 2.1% of their software · price +$71.6M$233M+$98.7M
- CadenceCDNS861,362 shares · 1.6% of their software · price +$42.6M$180M−$62.0M
- Roper Technologies, Inc.ROP381,747 shares · 1.5% of their software · price +$3.3M$168MFlat
- NetScout Systems, Inc.NTCT5,317,193 shares · 1.4% of their software · price −$20.5M$152M−$3.0M
- Tyler TechnologiesTYL401,586 shares · 1.3% of their software · price +$12.9M$142M−$2.8M
- WEX Inc.WEX757,509 shares · 1.3% of their software · price +$15.3M$139M−$8.3M
- GoDaddyGDDY1,570,010 shares · 1.1% of their software · price +$4.6M$122M+$15.8M
- HubSpotHUBS282,326 shares · 1.1% of their software · price +$39.4M$118MSplit
- Uber Technologies, Inc.UBER3,551,057 shares · 1.0% of their software · price +$24.8M$112M−$14.2M
- FortinetFTNT1,625,041 shares · 1.0% of their software · price +$28.6M$107M−$2.2M
- CommvaultCVLT1,405,558 shares · 0.7% of their software · price −$8.6M$79.8M+$14.8M
- VertexVERX3,846,294 shares · 0.7% of their software · price +$23.8M$79.6M−$989K
- DatadogDDOG1,107,748 shares · 0.7% of their software · price −$931K$77.3M−$23.8M
- Paychex, Inc.PAYX672,022 shares · 0.7% of their software · price −$652K$77.0M+$14.9M
- UnityU2,138,851 shares · 0.6% of their software · price +$8.2M$69.4M+$945K
- Ribbon Communications Inc.RBBN15,653,105 shares · 0.6% of their software · price +$9.9M$67.2M+$5.9M
- Amdocs LimitedDOX688,035 shares · 0.6% of their software · price +$3.5M$66.1M−$42.6M
- SnowflakeSNOW453,283 shares · 0.6% of their software · price +$4.9M$65.7M−$31.8M
- Calix, Inc.CALX1,184,298 shares · 0.6% of their software · price −$17.6M$62.3M+$73.3M
- Simulations PlusSLP1,381,989 shares · 0.5% of their software · price +$10.2M$60.7M−$5.1M
- OktaOKTA624,176 shares · 0.5% of their software · price +$11.2M$53.6M−$11.2M
- SAPSAP411,577 shares · 0.5% of their software · price +$9.6M$52.1M−$15.1M
- Automatic Data Processing, Inc.ADP231,391 shares · 0.5% of their software · price −$3.8M$51.5M−$4.5M
- ProcorePCOR785,311 shares · 0.4% of their software · price +$12.1M$49.2M−$4.5M
- The Trade DeskTTD802,028 shares · 0.4% of their software · price +$12.9M$48.9M−$21.5M
- AtlassianTEAM285,325 shares · 0.4% of their software · price +$12.1M$48.2M−$3.9M
- AutodeskADSK216,785 shares · 0.4% of their software · price +$4.6M$44.6M+$1.6M
- TrimbleTRMB843,422 shares · 0.4% of their software · price +$1.6M$43.7M−$526K
- DescartesDSGX502,898 shares · 0.4% of their software · price +$5.5M$40.5MFlat
- CrowdStrikeCRWD293,779 shares · 0.4% of their software · price +$9.4M$40.3M−$81.4M
- Gen DigitalGEN2,301,253 shares · 0.4% of their software · price −$9.8M$39.5M+$14.1M
- WixWIX354,888 shares · 0.3% of their software · price +$8.2M$35.3MFlat
- N-ableNABL2,480,861 shares · 0.3% of their software · price +$7.2M$32.7MFlat
- ZscalerZS275,219 shares · 0.3% of their software · price +$1.4M$32.1M−$1.9M
- MongoDBMDB137,308 shares · 0.3% of their software · price +$5.0M$31.7M+$7.4M
- Xperi Inc.XPER2,648,875 shares · 0.3% of their software · price +$6.1M$28.9M+$1.3M
- Adeia Inc.ADEA3,255,543 shares · 0.3% of their software · price −$2.0M$28.8MFlat
- PaylocityPCTY142,465 shares · 0.3% of their software · price +$644K$28.3M−$13.2M
- VeevaVEEV154,925 shares · 0.3% of their software · price +$3.5M$28.1MFlat
- OneSpan Inc.OSPN1,570,776 shares · 0.2% of their software · price +$9.9M$27.4M+$628K
- BoxBOX943,016 shares · 0.2% of their software · price −$4.1M$25.2MFlat
- Radware Ltd.RDWR1,102,065 shares · 0.2% of their software · price +$2.0M$23.7M+$873K
- DynatraceDT506,128 shares · 0.2% of their software · price +$2.0M$21.4MFlat
- ZoomInfoZI856,879 shares · 0.2% of their software$21.0MFlat
- Bentley SystemsBSY462,232 shares · 0.2% of their software · price +$2.8M$19.7M−$5.4M
- PagSeguro Digital Ltd.PAGS2,254,317 shares · 0.2% of their software$19.2M−$1.7M
- DoubleVerifyDV629,739 shares · 0.2% of their software · price +$5.2M$18.5M−$8.2M
- NICENICE74,191 shares · 0.2% of their software · price +$2.7M$17.0MFlat
- VaronisVRNS648,434 shares · 0.2% of their software · price +$1.3M$16.8M+$628K
- BILLBILL203,484 shares · 0.1% of their software · price −$5.7M$16.5M−$87.0M
- Cognyte Software Ltd.CGNT4,549,047 shares · 0.1% of their software · price +$1.3M$15.4M+$528K
- Check PointCHKP118,625 shares · 0.1% of their software$15.2M−$6.4M
- ShopifySHOP315,193 shares · 0.1% of their software · price +$4.2M$14.9MFlat
- CoStarCSGP215,963 shares · 0.1% of their software · price −$1.8M$14.9M−$19.9M
- Zeta GlobalZETA1,105,803 shares · 0.1% of their software · price +$2.9M$12.0MFlat
- Repay Holdings CorporationRPAY1,698,603 shares · 0.1% of their software · price −$2.5M$11.2M−$847K
- PaycomPAYC31,203 shares · 0.1% of their software$9.5M+$8.4M
- Sprout SocialSPT145,022 shares · 0.1% of their software · price +$641K$8.8M−$3.4M
- SynopsysSNPS21,507 shares · 0.1% of their software · price +$1.4M$8.3M−$9.8M
- FlywireFLYW218,125 shares · 0.1% of their software · price +$1.1M$6.4M−$4.0M
- Five9FIVN78,781 shares · 0.0% of their software$5.4M−$2.3M
- GitLabGTLB123,056 shares · 0.0% of their software · price −$1.4M$4.2MFlat
- i3 Verticals, Inc.IIIV171,139 shares · 0.0% of their software$4.2MNew · +$4.2M
- PhreesiaPHR115,622 shares · 0.0% of their software$3.7MFlat
- Block, Inc.XYZ50,551 shares · 0.0% of their software$3.5MFlat
- Intapp, Inc.INTA71,689 shares · 0.0% of their software · price +$1.4M$3.2MNew · +$1.8M
- DocuSignDOCU53,203 shares · 0.0% of their software$3.1MFlat
- FactSetFDS6,273 shares · 0.0% of their software$2.6MFlat
- DropboxDBX106,521 shares · 0.0% of their software$2.3MFlat
- MorningstarMORN8,438 shares · 0.0% of their software$1.7MFlat
- TwilioTWLO25,534 shares · 0.0% of their software$1.7MFlat
- SS&CSSNC28,538 shares · 0.0% of their software$1.6MFlat
- NetApp, Inc.NTAP24,351 shares · 0.0% of their software$1.6MFlat
- OpenTextOTEX35,344 shares · 0.0% of their software$1.4M−$1.3M
- VeriSign, Inc.VRSN6,256 shares · 0.0% of their software$1.3MFlat
- nCinoNCNO48,458 shares · 0.0% of their software$1.2M+$506K
- BroadridgeBR7,856 shares · 0.0% of their software$1.2MFlat
- BlackLineBL16,468 shares · 0.0% of their software$1.1MFlat
- PTCPTC7,894 shares · 0.0% of their software$1.0MFlat
- F5, Inc.FFIV6,391 shares · 0.0% of their software$931KFlat
- CloudflareNET14,873 shares · 0.0% of their software$917K−$2.3M
- Shift4 Payments, Inc.FOUR11,308 shares · 0.0% of their software$857KFlat
- Grab Holdings LimitedGRAB204,277 shares · 0.0% of their software$615KFlat
- ZoomZM7,673 shares · 0.0% of their software$567KFlat
- Telos CorporationTLS222,231 shares · 0.0% of their software · price −$569K$562KFlat
- Agora, Inc.API147,040 shares · 0.0% of their software$532KNew · +$575K
- Cerence Inc.CRNC18,931 shares · 0.0% of their software$532KFlat
- AkamaiAKAM6,227 shares · 0.0% of their software$488KFlat
- UiPathPATH26,853 shares · 0.0% of their software$472KFlat
- NutanixNTNX13,620 shares · 0.0% of their software$354KFlat
- WorkivaWK2,890 shares · 0.0% of their software$296KNew · Flat
- Euronet Worldwide, Inc.EEFT2,589 shares · 0.0% of their software$290KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$285KFlat
- TeradataTDC6,922 shares · 0.0% of their software$279KFlat
- Alight, Inc.ALIT25,529 shares · 0.0% of their software$235KFlat
- PalantirPLTR26,754 shares · 0.0% of their software$226KFlat
- Rapid7RPD4,880 shares · 0.0% of their software$224KNew · Flat
- YextYEXT22,730 shares · 0.0% of their software$218KFlat
- PagerDutyPD6,060 shares · 0.0% of their software$212KNew · Flat
- InterDigital, Inc.IDCC2,801 shares · 0.0% of their software$204KNew · Flat
- LightspeedLSPD11,959 shares · 0.0% of their software$182KFlat